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Ep 453: Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh

Financial Advisor Success

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Maximizing Efficiency Through Structured Client Engagement

This chapter focuses on enhancing client meetings by structuring them as collaborative working sessions. It highlights the use of templates and digital tools to streamline processes, define responsibilities, and ultimately improve outcomes for advisors and clients.

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